Private Client Manager

Pro-Tax; Farnworth; Hybrid; GBP 48,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Benefits package

Job summary

Pro-Tax in Bolton is seeking a Personal Tax Manager to join its Private Client team. The role offers hybrid working (minimum 3 days in Bolton) and a strong benefits package.

You will manage a varied portfolio of personal tax clients, review self-assessment and trust returns, and contribute to advisory projects such as inheritance tax and succession planning, while mentoring junior staff and building client relationships.

Qualifications

• CTA/ACA/ATT qualified with solid UK personal tax compliance and advisory knowledge.
• Experience reviewing self-assessment and trust returns.
• Proactive, client-focused and able to mentor junior staff.

Responsibilities

• Manage a varied portfolio of personal tax clients including HNWIs and owner-managed businesses.
• Review and deliver self-assessment and trust returns, and related compliance.
• Contribute to ad hoc tax advisory projects including inheritance tax and succession planning.
• Develop client relationships and mentor junior team members.

Skills

UK personal tax

Client portfolio management

Advisory experience

Communication skills

Education

CTA/ACA/ATT

Job description

Personal Tax Manager
Bolton
£48,000 - £55,000 (Hybrid working + strong benefits)

A leading North West advisory and accountancy firm is looking for a Personal Tax Manager to join its growing Private Client team based in Bolton.
This is a fantastic opportunity to join a people-focused practice that combines a strong regional presence with a modern, forward-thinking approach to client service.

With a broad portfolio of high-net-worth individuals, business owners, and entrepreneurial clients, the firm provides a dynamic and supportive environment for tax professionals looking to deepen their expertise and progress their careers.

As a Personal Tax Manager, you will:

• Manage a varied portfolio of personal tax clients including HNWIs, directors, and family business stakeholders.
• Take full responsibility for reviewing and delivering self-assessment tax returns, trust returns, and other related compliance matters.
• Provide input on a range of ad hoc tax advisory projects, including inheritance tax, capital gains, and succession planning.
• Work closely with senior leadership to deliver high-quality advice and develop lasting client relationships.
• Mentor and guide junior team members, contributing to their technical and professional growth.

Why consider this role?

• Join one of the region's most respected independent firms with a culture rooted in openness, collaboration, and development.
• Enjoy a hybrid working model (minimum 3 days in the Bolton office), with flexible hours and a strong focus on work-life balance.
• Benefit from clear and transparent career progression opportunities, including routes into advisory or senior leadership.
• Be part of a high-performing, supportive tax team that values both client service and team well being.

What you'll need to succeed:

• CTA / ACA / ATT qualified (or equivalent experience), with solid UK personal tax compliance and advisory knowledge.
• Proven track record of managing a client portfolio, ideally including HNWIs and owner-managed businesses.
• Strong interpersonal and communication skills, with a proactive, client-focused approach.
• A commitment to delivering high-quality work and contributing to a collaborative team environment.

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.